Delete Pipeline Activities

Depending on your role in WorkBook, you can delete pipeline activities from the pipeline card. Alternatively, you can delete pipeline activities from the prospect card.

Note: You must have permission to add prospects and clients to WorkBook, as well as modify prospect- and client-related information and activities, to complete this task.

To delete pipeline activities from the pipeline card:

1. Display the pipeline card. See Display the Pipeline Card.
2. On the side toolbar of the pipeline card, click Pipeline Resource Activities .
3. In the pipeline card grid, select the pipeline activity that you want to delete.
4. On the top toolbar of the pipeline card, click Delete Activity .